One platform.
Every tool.
BizMate replaces your CRM, email marketing, SMS, scheduling, reputation management, pipeline tracking, and a dozen other tools—with one powerful platform that actually talks to itself.
Included with every DoHo Digital plan
Stop paying for fifteen tools.
Most businesses cobble together a dozen disconnected subscriptions. BizMate brings everything under one roof—saving you thousands per month and eliminating the chaos.
Everything you need. Nothing you don’t.
Six powerful systems working together in one platform. Each one replaces a standalone tool—and they’re all connected.
Smart CRM & Sales Pipelines
Every lead, customer, and deal in one place. Smart Lists auto-segment your contacts in real time based on tags, engagement, and pipeline stage—no manual sorting.
- 360° contact records with full interaction history
- Unified inbox—email, SMS, WhatsApp, Facebook, Instagram, Google in one view
- Customizable drag-and-drop sales pipelines
- Smart Lists that auto-update based on tags, activity, and custom fields
- Missed call text-back—auto-sends SMS when you miss a call
- Task management and activity tracking per contact
- Custom fields and contact segmentation
Every conversation across every channel—email, SMS, phone, social, web chat—flows into one timeline per contact. No more switching between apps to find a conversation.
Marketing & Workflow Automation
Visual drag-and-drop workflow builder that triggers actions based on behavior, form submissions, appointments, or any event—across email, SMS, voice, and more.
- Visual workflow builder with drag-and-drop triggers and actions
- Multi-step campaigns with conditional logic and time delays
- Trigger workflows on form submissions, calls, appointments, estimate status
- AI-optimized send times—picks the best moment for each contact
- Multi-channel sequences: email, SMS, WhatsApp, voicemail drops, calls
- Estimate-based automations—trigger follow-ups when viewed, accepted, or declined
- Advanced workflow canvas for complex multi-branch sequences
Set a send window like “Tuesday 9am—6pm” and the AI picks the exact time each individual contact is most likely to open and respond. No more batch-and-blast.
Calendars & Appointment Booking
Customizable scheduling that syncs with your calendar, collects pre-qualifying data, and sends automated reminders to kill no-shows.
- Custom booking pages with pre-qualification forms
- Round-robin and class booking calendar types
- Google and Outlook calendar sync
- Automated SMS and email reminders to reduce no-shows
- Real-time availability with conflict detection
- Embeddable calendar widgets for any website
- Multi-day rental bookings for events, equipment, and properties
New rental calendars support multi-day bookings—perfect for equipment rentals, property managers, or event spaces. Customers reserve consecutive days in one flow with custom pricing per day.
Reputation & Review Management
Automate review requests after every job, monitor feedback across platforms, and respond to reviews automatically—building the 5-star presence that wins bids.
- Automated review requests after appointments or completed jobs
- AI-powered review responses that match your brand voice
- Monitor Google, Facebook, and Yelp reviews in one dashboard
- Route negative reviews to your inbox before they go public
- Review widget for embedding testimonials on your website
- Review analytics and sentiment tracking
Reviews AI monitors every new review across all platforms and writes on-brand responses automatically. Positive reviews get a thank you. Negative reviews get routed to you first for personal follow-up.
Funnels & Website Builder
Drag-and-drop landing pages, multi-step funnels, and full websites—without touching code or paying a separate platform.
- Drag-and-drop page builder with mobile-responsive templates
- Multi-step conversion funnels with split testing
- Forms, calendars, videos, testimonials, countdown timers
- Full website builder with blog and custom domains
- AI-assisted funnel and page creation from prompts
- E-commerce capabilities with order forms and upsells
- Custom HTML/CSS/JS for advanced customization
Funnel AI builds entire sales funnels from a text prompt—including copy, layout, and form fields. Describe what you need and get a working funnel in seconds, then customize from there.
Analytics & Call Tracking
Know exactly which ad, keyword, and channel generated every lead, call, and closed deal. Full attribution from first click to revenue.
- Ad spend tracking across Google and Meta with ROI attribution
- Call tracking with unique numbers per campaign
- Conversion tracking for forms, calls, and appointments
- Custom dashboards and automated reporting
- Agent performance tracking—calls, messages, and sales per team member
- External form tracking with attribution data
- Consolidated cross-account reporting
Assign tracking numbers to each campaign and know exactly which ad drove each call. Every form submission and phone call is attributed to the source—no more guessing what’s working.
Invoices, Estimates & Payments
Send professional estimates, convert them to invoices with one click, and collect payments online—all tracked inside BizMate with full automation triggers.
- Create and send professional estimates and proposals
- Convert accepted estimates to invoices with one click
- Accept credit card and ACH payments online
- Automated payment reminders for overdue invoices
- Trigger workflows when estimates are viewed, accepted, or declined
- Recurring billing and subscription management
- Order forms with upsells for funnels and websites
Estimates aren’t just documents—they’re workflow triggers. When a prospect views your estimate, BizMate can automatically send a follow-up. When they accept, it converts to an invoice and triggers onboarding. When they decline, it fires a re-engagement sequence.
Artificial Intelligence Suite
Six AI systems working inside BizMate—trained on your brand, connected to your CRM, and available 24/7. Not a bolted-on chatbot. A full AI employee.
- Voice AI—answers calls, qualifies leads, books appointments 24/7
- Conversation AI—manages SMS, web chat, social DMs automatically
- Reviews AI—monitors and responds to reviews in your brand voice
- Content AI—generates blog posts, emails, ads, and images
- Funnel & Website AI—builds pages from text prompts
- Workflow AI—creates automations from natural language
- Voice AI Chat Widget—browser-based voice conversations on your website
- Outbound Voice AI—proactive calling campaigns at scale
Every AI system is connected to your CRM. When Voice AI books an appointment, it updates the contact record, triggers the onboarding workflow, and notifies your team—automatically. No data silos, no manual entry, no dropped leads.
Phone System & SMS
A complete business phone system built into your CRM—local and toll-free numbers, call tracking, voicemail drops, two-way SMS, and WhatsApp messaging all in one place.
- Local and toll-free phone numbers with call tracking
- Two-way SMS conversations linked to contact records
- Missed call text-back—auto-sends SMS when you miss a call
- AI voicemail drops—send voicemails without ringing their phone
- WhatsApp Business integration for international messaging
- Call recording with transcription and AI summaries
- IVR phone menus and call routing
- Email validation to clean lists and prevent bounces
50% of leads are lost because businesses don’t respond fast enough. Missed Call Text-Back instantly sends an SMS the moment you can’t answer—keeping the lead warm until you can follow up. Combined with AI voicemail drops, you reach more people without cold calling.
Every tool a business needs. One login.
One platform. Zero excuses.
Stop juggling fifteen logins and hoping your tools talk to each other. BizMate connects everything—so you can focus on growing your business instead of managing software.